Lake Street Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$397K Hold
2,414
0.06% 190
2025
Q1
$388K Buy
2,414
+1
+0% +$161 0.06% 172
2024
Q4
$390K Buy
2,413
+1
+0% +$162 0.06% 172
2024
Q3
$404K Buy
2,412
+2
+0.1% +$335 0.06% 185
2024
Q2
$363K Sell
2,410
-146
-6% -$22K 0.05% 248
2024
Q1
$399K Buy
2,556
+1
+0% +$156 0.06% 236
2023
Q4
$371K Buy
2,555
+1
+0% +$145 0.06% 236
2023
Q3
$335K Buy
2,554
+1
+0% +$131 0.06% 214
2023
Q2
$353K Sell
2,553
-61
-2% -$8.44K 0.06% 211
2023
Q1
$350K Buy
2,614
+1
+0% +$134 0.07% 214
2022
Q4
$353K Buy
2,613
+45
+2% +$6.09K 0.07% 209
2022
Q3
$313K Hold
2,568
0.07% 218
2022
Q2
$333K Buy
2,568
+519
+25% +$67.3K 0.07% 219
2022
Q1
$307K Hold
2,049
0.06% 243
2021
Q4
$308K Buy
2,049
+386
+23% +$58K 0.05% 252
2021
Q3
$232K Buy
1,663
+134
+9% +$18.7K 0.06% 201
2021
Q2
$217K Buy
1,529
+25
+2% +$3.55K 0.06% 197
2021
Q1
$203K Buy
+1,504
New +$203K 0.06% 198